Craig Adams
Amministratore Delegato presso Adams Wealth Management LLC
Provenienza dei contatti di primo grado di Craig Adams
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).
80
| Subsidiary | Investment Banks/Brokers | 80 |
Utah State University
34
| College/University | Other Consumer Services | 34 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
29
| Subsidiary | Investment Managers | 29 |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ.
17
| Subsidiary | Investment Managers | 17 |
Adams Wealth Management LLC /Private Equity/
 Adams Wealth Management LLC /Private Equity/ Investment ManagersFinance Adams Wealth Management LLC /Private Equity/ (Adams Wealth Management) is the operating division of Adams Wealth Management LLC for the management of AIM Ventura Capital Fund a growth equity fund founded in 2019 by Greg Cole and S. Craig Adams. The firm is headquartered in Logan, Utah.
3
| Operating Division | Investment Managers | 3 |
Stratos Wealth Partners Ltd.
 Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Craig Adams tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Benjamin F. Edwards & Co., Inc.
 Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Morgan Stanley Private Bank NA
 Morgan Stanley Private Bank NA Regional BanksFinance Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY. | Regional Banks | Chairman Corporate Officer/Principal Corporate Officer/Principal | |
| Arizona State University | College/University | Graduate Degree Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| San Diego State University | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| BLACKROCK MUNIVEST FUND II, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| BLACKROCK MUNIYIELD FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| BLACKROCK MUNIASSETS FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| BLACKROCK MUNIYIELD CALIFORNIA FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| BLACKROCK MUNIHOLDINGS FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| BLACKROCK MUNIYIELD QUALITY FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| BLACKROCK MUNICIPAL INCOME FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| BLACKROCK MUNIYIELD NEW JERSEY FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Consultant / Advisor | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Financial Services Institute, Inc. | Director/Board Member Director/Board Member | ||
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| BLACKROCK MUNIYIELD QUALITY FUND II, INC. | Investment Trusts/Mutual Funds | President Treasurer | |
| BLACKROCK ENHANCED GOVERNMENT FUND, INC. | Investment Trusts/Mutual Funds | President Treasurer |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
Settori
| Miscellaneous | 27 |
| Finance | 13 |
| Consumer Services | 10 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 179 |
| Treasurer | 150 |
| President | 85 |
| Undergraduate Degree | 76 |
| Director/Board Member | 65 |
Contatti più connessi
| Insiders | |
|---|---|
| Jay M. Fife | 151 |
| Bob Doll | 81 |
| James Rosenthal | 24 |
| Mark K. Olson | 18 |
| Jeff Bullock | 16 |
| Ryan Parker | 13 |
| Jeff Hack | 11 |
| Marcus Frampton | 11 |
| Bill Dwyer | 11 |
| Jed H. Pitcher | 10 |
| Melissa Cogan | 10 |
| Charles Johnston | 10 |
| Kristen Owen | 9 |
| Harkie Kosadi | 9 |
| Dave Finnegan | 9 |
- Borsa valori
- Insiders
- Craig Adams
- Connessioni Società
